Other · DOL Form 5500 · 2024

Methodist University Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
372
Participants Below avg headcount
87th
Percentile by assets National rank
$170,302
Avg per participant Above avg balance/head
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Official DOL plan name: Methodist University Retirement Plan · Sponsored by Methodist University · North Carolina · Educational Services

$63M in assets, 372 participants

Methodist University's Methodist University Retirement Plan reported $63M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,765 in Educational Services (3,638 peers)

Coverage in North Carolina

Methodist University Retirement Plan covers 372 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.

#2,765
in Educational Services (3,638 peers)
+8.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Methodist University Retirement Plan's outsized position by total assets

Methodist University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,352,393 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Methodist University Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Methodist University Retirement Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Methodist University Retirement Plan end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Methodist University Retirement Plan reported participants fell from 385 in the plan year 2023 filing to 372 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560657294 · Methodist University PY 2024 · Other

Methodist University Retirement Plan · $63M · 372 · 87th

  • ASSETS $63M
  • ASSETS 372
  • ASSETS 87th
  • ASSETS Other
  • ASSETS near Park Tudor Defined Contribution Retirement Plan
  • ASSETS ind #2765

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in North Carolina →

Methodist University Retirement Plan in the asset neighbourhood

Covenant House Savings and Retirement PlanCovenant House Savings and R…$63MHiram College Retirement Plan$63MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$63MMethodist University Retirement PlanMethodist University Retirem…$63MPark Tudor Defined Contribution Retirement PlanPark Tudor Defined Contribut…$63M
End-of-year total assets ($M) among Methodist University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$63M
Net Income$5M
Employer EIN560657294
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Methodist University)

Sponsor-wide plan assets over time

All Methodist University plans reported in each filing year

Latest sponsor-wide plan assets
$63M 19.323554985117795% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.1M $63.4M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 333 $53M
2023 1 385 $58M
2024 1 372 $63M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Methodist University Retirement Plan, Total assets ($B): 0.063352393 · Participants: 372Methodist University Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Methodist University Retirement Plan side-by-side with 3 peers →

Methodist University Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Park Tudor Defined Contribution Retirement Plan in IN ($63M); by covered participants it is Felician University Retirement Plan in NJ (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Methodist University Retirement Plan assets move in 2024? ▼
Methodist University Retirement Plan grew at a solid clip - up 8.8% during 2024, from $58M to $63M. Reported net income was $5M.
How have Methodist University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Methodist University's sponsor-wide assets grew 19.3%, from $53M to $63M.
Where does Methodist University Retirement Plan rank by assets among Form 5500 filers? ▼
Methodist University Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Park Tudor Defined Contribution Retirement Plan in IN ($63M, 308 participants).
Which Other plans cover a similar participant headcount to Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Felician University Retirement Plan in NJ (372 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560657294.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.